Tools/Platforms Disclosures

PLAT-010: Scottrade ELITE® / ScottradeELITE®

Scottrade ELITE is available to clients with $25,000 in their primary account, or $15,000 minimum in their primary account and combined linked account assets of $25,000 or more, as well as traders placing nine or more stock or option trades during the previous three months.

PLAT-020: Scottrade Portfolio Manager (SPM) – Target Allocation Models

The Target Allocation Models are designed to follow certain investment objectives, although there is no guarantee that these objectives will be met.

PLAT-030: SmartText

Scottrade® SmartText is provided for informational purposes only and its use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security, or to pursue a specific strategy. Investors should fully research any security or strategy before making an investment decision.

PLAT-040: Strongest Investments

Results returned on this page are limited to stocks trading on the NYSE, NASDAQ and NYSE MKT exchanges, excluding Micro Cap stocks as of the prior market day close.

PLAT-050: Tool Results (Comparison and Strongest Performers)

Securities are subject to market fluctuation and may lose value. Click on the securities’ symbol above for more information including performance data and risks. Information in this tool provided by Scottrade is educational in nature, is not individualized, and is not intended to serve as a primary or basis for your investment decisions.

PLAT-060: Screener

Screener results are returned based upon previous market close values.

This screening tool is provided to help self-directed investors evaluate securities. It does not consider your particular investment objectives or financial situation and does not make personalized recommendations. The investment strategies and the securities shown may not be appropriate for you. You should evaluate each strategy and security according to your investment objectives, financial situation, risk tolerance, and asset allocation plan. The screening criteria used for each strategy and the screening results represent one sample execution of the particular strategy. Scottrade may change the screening criteria at any time. The screening criteria and the screened securities shown may not match your needs. You can modify the criteria as you see fit. This tool should not be construed as an offer to sell or a solicitation of an offer to buy any security. Click on the security's symbol above for more information including risks.

PLAT-070: Analytical Tools

The analytical tools, examples and strategies described are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or endorsement of any specific investment, tool or strategy. The choice to use a specific investment tool or strategy should be based solely on your research and evaluation of risks involved, your financial circumstances, and your investment objectives.

PLAT-080: Calculator

This calculator is for informational purposes only and should not be considered investment advice. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. Scottrade is not responsible for the consequences of any decisions or actions taken as a result of information provided by this tool. Scottrade is not responsible for any human or mechanical errors or omissions. Please consult a tax, legal or financial advisor with questions regarding your investment objectives and personal tax or financial situation.

PLAT-090: Cost of Waiting Graph Disclosure

No Federal taxes are due on withdrawals used for qualified, higher-education expenses. State taxes vary by state. Although contributions to Coverdell ESAs are not tax-deductible, the benefits of tax-deferred growth and compounding can still work to your advantage.  Hypothetical example assumes an annual $5,000 contribution made in Jan. of each year, beginning at the specified age and continuing until age 70. Assumes an eight percent annual return and no withdrawals. Example is for illustrative purposes only.